SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)242,596,499.0
- RAUM (discretionary)242,596,499.0
- Actionable assets174,532,070.0
- Accounts (total)997.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM3,123,259.0
- HNW AUM171,408,811.0